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Energy Sector News 16 January 2026 - 17 January 2026

Centrus Energy (LEU) stock price jumps into long weekend as nuclear fuel trade stays in focus

Centrus Energy (LEU) stock price jumps into long weekend as nuclear fuel trade stays in focus

NEW YORK, Jan 17, 2026, 08:24 (EST) — Market closed. Centrus Energy Corp (LEU) shares climbed 8.2% on Friday, closing at $331.03. Trading volume hit roughly 1.6 million shares, with prices swinging between $298.10 and $333.30 during the session. The bounce is significant since Centrus operates in a crucial segment of the nuclear supply chain: uranium enrichment. This process raises the uranium concentration for reactor fuel—a bottleneck investors are keenly watching. Friday brought a flurry of nuclear news. The U.S. inked a civil nuclear power deal with Slovakia, aiming to cut ties to Russian-designed reactors. The agreement centers on a
17 January 2026
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Constellation Energy stock tumbles nearly 10% as PJM power-price curbs enter the frame

Constellation Energy stock tumbles nearly 10% as PJM power-price curbs enter the frame

New York, Jan 17, 2026, 04:58 EST — Market closed. Constellation Energy shares tumbled 9.8% to close at $307.71 on Friday, marking their steepest single-day decline in months. The selloff hit U.S. power producers tied to PJM following a late-week policy move targeting electricity price controls. Vistra dropped 7.4%, while NRG Energy slipped 4.1%. The move comes at a tricky time for a trade behind much of the sector’s rally: betting on data centers tightening supply and pushing up wholesale prices for years. Now, a sudden pivot to caps and special procurement auctions pushes investors to weigh political risk alongside
17 January 2026
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BP share price ends higher; buyback and offshore wind shift set up next week for BP stock

BP share price ends higher; buyback and offshore wind shift set up next week for BP stock

LONDON, Jan 17, 2026, 08:47 GMT — Market closed. BP shares ended Friday’s session up 0.5%, settling at 440.25 pence in London ahead of the weekend. (Yahoo Finance) With markets closed, traders will look to two familiar catalysts for BP on Monday: crude prices and the company’s ongoing stream of capital-return news. That’s typically where the next move begins. Oil prices dipped on Friday as concerns over a potential U.S. strike on Iran softened, dragging Brent crude down 21 cents to $63.55 a barrel and U.S. crude off 15 cents to $59.04 during Asian trading. Such headline shifts can quickly
17 January 2026
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Sembcorp Industries share price jumps 2.3% — Alinta vote and FY2025 results line up

Sembcorp Industries share price jumps 2.3% — Alinta vote and FY2025 results line up

Singapore, Jan 17, 2026, 15:21 (SGT) — Market closed. Sembcorp Industries Ltd shares closed Friday 2.34% higher at S$6.12, having swung between S$5.97 and S$6.12 during the session. Trading volume hit roughly 6.1 million shares. (StockAnalysis) The stock heads into the new week with two key dates: an extraordinary general meeting (EGM) set for Jan 30 and the FY2025 earnings release scheduled for Feb 25. The EGM is a special shareholder meeting held apart from the annual one, usually to decide on a particular transaction. (Sembcorp) The vote is crucial as Sembcorp pushes ahead with its planned acquisition of Australia’s
17 January 2026
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Chevron stock price: Venezuela license shift and Leviathan expansion put CVX in focus after the close

Chevron stock price: Venezuela license shift and Leviathan expansion put CVX in focus after the close

New York, January 16, 2026, 20:04 EST — The market has closed. Shares of Chevron Corporation ticked up 0.1% to $166.26 at Friday’s close after U.S. Energy Secretary Chris Wright announced that Washington is pushing “as fast as it can” to broaden Chevron’s license to operate in Venezuela. Under the new terms, Chevron would be allowed to pay the Venezuelan government in cash rather than crude, turning it into “another marketer of crude,” Wright said. (Reuters) Venezuela is back in investors’ sights as Chevron remains the only U.S. oil major still producing crude there, pumping roughly 240,000 barrels per day
17 January 2026
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Oil stocks this week: Chevron, Exxon rise as U.S. moves to widen Venezuela license

Oil stocks this week: Chevron, Exxon rise as U.S. moves to widen Venezuela license

NEW YORK, Jan 16, 2026, 19:24 EST Energy Secretary Chris Wright told Reuters on Friday that the U.S. is moving “as fast as it can” to expand Chevron’s Venezuela license, enabling the company to pay royalties and taxes in cash. This shift would let Chevron sell all its Venezuelan crude outright, instead of compensating the government with oil, Wright explained. He also revealed that Washington is marketing up to 50 million barrels of stranded Venezuelan crude, with the proceeds held in Qatari bank accounts under U.S. government control. (Reuters) The shift is significant because traders view Venezuela policy as a
17 January 2026
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Constellation Energy (CEG) stock dives on White House push to cap PJM power-market prices

Constellation Energy (CEG) stock dives on White House push to cap PJM power-market prices

NEW YORK, Jan 16, 2026, 18:10 EST — After-hours Shares of Constellation Energy Corporation plunged on Friday, slipping as much as 9.8% to $307.71 in after-hours trading after fluctuating between $350.62 and $300.45 earlier. The selloff came after the White House urged PJM Interconnection—the country’s largest electric grid serving 67 million customers across 13 states plus Washington, D.C.—to hold a one-time emergency procurement auction for new power plants and impose limits on earnings for existing plants in PJM’s capacity market, which pays generators to stay on standby. This follows a recent PJM capacity auction that saw prices surge over 800%
17 January 2026
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GE Vernova stock jumps 6% as Trump-backed PJM power auction plan targets AI data-center demand

GE Vernova stock jumps 6% as Trump-backed PJM power auction plan targets AI data-center demand

NEW YORK, Jan 16, 2026, 13:14 ET — Regular session Shares of GE Vernova Inc (GEV) jumped over 6% on Friday following reports that the Trump administration, along with several governors, is pushing for an emergency power auction in the PJM market. Investors took the move as a potential boost for turbine demand. By 12:58 p.m. ET, the stock had climbed 6.1% to $681.57, hitting an intraday peak of $692.49 earlier. (Bloomberg.com) The shift thrust the power-equipment maker into a battle that’s gripped U.S. markets for months: who will build the next generation wave—and who will foot the bill—as data
16 January 2026
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Talen Energy stock swings after $3.45 billion gas-plant deal — what TLN traders are watching

Talen Energy stock swings after $3.45 billion gas-plant deal — what TLN traders are watching

New York, Jan 16, 2026, 12:48 EST — Regular session Talen Energy shares slid on Friday, down about 7.7% to $386.67 in midday trading, after a volatile session that saw the stock swing between $425.85 and $374.73. The pullback comes a day after the power producer announced a $3.45 billion deal to buy about 2.6 gigawatts of natural gas generation — the Waterford Energy Center and Darby Generating Station in Ohio, plus the Lawrenceburg plant in Indiana — from Energy Capital Partners. Talen said the price includes about $2.55 billion in cash and about $900 million in stock, with new
16 January 2026
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Vistra (VST) stock slides as White House PJM price-cap plan hits power producers

Vistra (VST) stock slides as White House PJM price-cap plan hits power producers

New York, Jan 16, 2026, 10:56 a.m. EST — Regular session underway. Shares of Vistra Corp slipped 6.8% to $167.91 in morning action, with Constellation Energy tumbling 9.6% and Talen Energy down 9.0%. These three have been seen as stand-ins for growing U.S. power demand linked to data centers and the rush for long-term contracts. Vistra hit a low of $163.37 after earlier peaking at $185.30. (Reuters) This move hits right at the core of how investors have been valuing merchant generators. Rising forward power prices and capacity payments have fueled gains in stocks tied to tight grids and significant
16 January 2026
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GE Vernova stock jumps as PJM emergency auction plan puts data-center power in focus

GE Vernova stock jumps as PJM emergency auction plan puts data-center power in focus

New York, Jan 16, 2026, 10:42 AM EST — Regular session Shares of GE Vernova (GEV) jumped 5.6% to $678.21 by 10:42 a.m. EST Friday, following news of a proposed emergency power auction on the PJM grid that boosted demand for turbine and grid suppliers. Governors from PJM states are set to join the White House in signing a deal aimed at tackling rising electricity prices, Reuters reports. The proposal would impose two-year price caps on upcoming PJM auctions and require new data-center operators like Amazon and Google to pay a bigger share of the grid expansion costs. PJM, which
16 January 2026
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Coterra Energy stock drifts in premarket as Devon merger talks keep traders on edge

Coterra Energy stock drifts in premarket as Devon merger talks keep traders on edge

NEW YORK, Jan 16, 2026, 09:09 EST — Premarket Coterra Energy Inc shares slipped 0.1% to $25.71 in premarket Friday, amid reports the U.S. shale producer is considering a merger with Devon Energy. (Public) The buzz matters since the shale patch is once again debating scale. Oil prices have seemed capped at times, boards have pledged discipline, and the simplest way to discuss growth without ramping up drilling is often through a deal. Devon and Coterra are in early talks about a potential merger that could form one of the largest independent shale producers in the U.S., though there’s no
16 January 2026
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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